Leighton G. Whitehead, Financial Planner - Whitehead Financial Group, LLC

Madison, Mississippi

Golden Years Financial is a Madison, Mississippi financial advisory firm specializing in retirement planning, estate planning, and wealth management for affluent clients. The firm offers services including retirement income strategy, investment management, tax-efficient planning, IRA and 401(k) rollover analysis, annuity evaluation, life insurance, and risk management. Golden Years Financial operates as both an insurance agency and a registered investment adviser through AE Wealth Management, LLC, following a planning process centered on understanding client goals, developing action steps, and monitoring progress throughout retirement.

Oxford, Mississippi

Barfield Wealth Management is an investment advisory firm in Oxford, Mississippi. Services include Financial Planning and Investment Management. The firm specializes in Wealth Management. The office has a wheelchair-accessible entrance. The office is open daily.

Brandon, Florida

BAB Insurance and Wealth Management is an accounting and financial advisory firm serving individuals, small business owners, and pre-retirees/retirees with a focus on tax strategy and planning. The firm offers accounting, bookkeeping, tax preparation, payroll processing, financial planning, business consulting, and fractional CFO services. Led by CPA Hugh C. Bishop, Jr., who brings 17+ years of public accounting experience and holds insurance licenses across multiple states, the firm takes a tax-centric approach to financial management and retirement readiness. The team combines accounting expertise with direct experience as small business owners to serve clients across the Southeast.

Madison, Mississippi

Insurance-Based

Northwestern Mutual - Madison is an insurance-based firm in Madison, Mississippi. Services include Financial Planning, Insurance Analysis, and Investment Management. The firm specializes in Insurance Planning. Appointments are recommended. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 4.4-star rating from 5 Google reviews.